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Strategies & Market Trends : Asia Forum
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To: Zeev Hed who wrote (9376)9/30/1999 1:08:00 PM
From: Gottfried  Read Replies (1) of 9980
 
Zeev, you said >the BTB in the semi equip already might
have peaked, so who knows when the prices will peak.<

Prices of semi equipment stocks usually begin dropping
in advance of orders dropping [as reported by SEMI]. That's
because the well-informed start selling while we still wait
for SEMI to announce the numbers.

I think you'll find my charts of interest.
Message 11366604

Gottfried
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